Retirement Road Map
By Derek Gregoire, Keith Ellis, and Matthew Peck
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Episodes: 116
Description
Welcome to the Retirement Road Map by SHP Financial—a podcast empowering today's retirees and pre-retirees to make well-informed financial decisions that will help you spend more time living and dreaming, than worrying and wondering.
Join SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®, as they share actionable financial strategies and insights, as well as interview top thought leaders in the world of finance, accounting, and estate planning.
The SHP trademarked Retirement Road Map is a holistic planning process that focuses on the 5 key areas of retirement planning: Income planning, investment planning, tax planning, health care planning, and legacy planning.
The Retirement Road Map is your guide to financial freedom and will prepare you for the retirement you've always dreamed of and deserve!
| Episode | Date |
|---|---|
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103: The Retirement Planning Mistakes That Could Cost You Thousands in Taxes with Alina Osokhovska
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May 06, 2026 |
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102: How to Maximize Your 401(k) and Avoid Common Mistakes in Retirement with Raphael Hanna
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Apr 22, 2026 |
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Matt's Markets on the Move Q1: April 2026
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Apr 08, 2026 |
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101: Financial Planning Tools & Strategies For Every Stage of Life with Chris Willis
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Apr 08, 2026 |
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100: The Most Important Lessons We've Learned After 20+ Years of Financial Planning
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Mar 18, 2026 |
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099: Smart College Planning Strategies for Parents and Grandparents with Laura Russo
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Mar 04, 2026 |
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098: New Estate Planning Laws and Trends You Need to Know in 2026 with Keith McManus
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Feb 18, 2026 |
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097: The Most Common Questions Pre-Retirees Have About Retirement with Mike Guthrie
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Feb 04, 2026 |
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096: SHP's 2025 Year in Review and a Look Ahead to 2026
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Jan 21, 2026 |
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Matt's Markets on the Move Q4: January 2026
|
Jan 09, 2026 |
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095: 2026 Market Outlook: Reasons to Be 'Uncomfortably Bullish' on the Economy and AI with Michael Arone
|
Jan 07, 2026 |
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094: What Investors Should Consider Before Adding Gold Assets to Their Portfolios with David Hathaway
|
Dec 26, 2025 |
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093: The Importance of Building Strong Savings Habits for Young Investors with Nick Nelson
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Dec 10, 2025 |
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092: The Emergence of Private Equity, Private Credit & Alternatives with BlackRock's Jon Diorio
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Nov 26, 2025 |
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091: Estate Planning Essentials: How Trusts & Gifting Protect Your Legacy with Attorney David Chaves
|
Nov 12, 2025 |
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090: Going Beyond the Portfolio: Transitioning Into Retirement with Confidence with Kyle Britton
|
Oct 29, 2025 |
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Matt's Markets on the Move Q3: October 2025
|
Oct 10, 2025 |
|
089: The Future of Fannie Mae and Freddie Mac and What Privatization Could Mean for Homebuyers with Nathan Hartseil
|
Oct 08, 2025 |
|
088: The Importance of Retirement Planning for Women and Widows with Alina Osokhovska, CFP®
|
Sep 24, 2025 |
|
087: How Death Doulas Help Families Navigate End-of-Life with Love & Compassion with Aimee Yawnick
|
Sep 10, 2025 |
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086: Career Insights for New Grads Aspiring to Become Financial Advisors with Raphael Hanna
|
Aug 20, 2025 |
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085: How Donor-Advised Funds Simplifies Charitable Giving And Maximizes Tax Benefits with Kyle Casserino
|
Aug 06, 2025 |
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084: Examining the Big Beautiful Tax Bill & What it Means for Your Retirement with Alina Osokhovska
|
Jul 23, 2025 |
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Matt's Markets on the Move Q2: July 2025
|
Jul 11, 2025 |
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083: Smart Tax Planning Strategies to Keep More of Your Retirement Income with Mike Guthrie
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Jul 02, 2025 |
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082: How SMAs Help Optimize Tax Efficiency In Your Portfolio with Cam Iarrobino
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Jun 18, 2025 |
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081: How the 2025 Social Security Reforms Will Impact Retirees with Chase Reardon
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Jun 04, 2025 |
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080: How Financial Plans Help Navigate Volatile Markets and Create Peace of Mind with Kyle Britton
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May 21, 2025 |
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079: How Practicing Gratitude Builds Deeper Connections and Relationships with John Israel
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May 07, 2025 |
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078: Tax-Efficient Financial Planning Strategies for High-Net-Worth Investors with Alina Osokhovska
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Apr 23, 2025 |
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077: Estate Planning Essentials to Help Protect Your Assets and Legacy with Matthew Karr, ESQ
|
Apr 09, 2025 |
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Matt's Markets on the Move: April 2025
|
Apr 04, 2025 |
|
076: How The AI Revolution Is Transforming Business, Investing and Daily Life with BlackRock's Jay Jacobs
|
Mar 26, 2025 |
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075: Tips and Strategies for Navigating the Loss of a Spouse with Laura Russo
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Mar 12, 2025 |
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074: Tax Planning Strategies to Help Preserve Your Money in Retirement with Peter Roache, CPA
|
Feb 26, 2025 |
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073: Small Estate Planning Mistakes That Have a Massive Impact On Your Legacy with Keith McManus
|
Feb 12, 2025 |
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072: Navigating the Emerging Asset Class of Bitcoin and Digital Assets with Ryan Lessard
|
Jan 29, 2025 |
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071: A New Years Resolution to Retire With a Plan with Matthew Peck and Keith Ellis Jr.
|
Jan 15, 2025 |
|
Matt's Markets on the Move: January 2025
|
Jan 10, 2025 |
|
070: How Proactive Healthcare Planning Could Help Save Thousands in Retirement with Scott Hokanson
|
Dec 27, 2024 |
|
069: Preparing for College Education: Making Sense of Student Loans, 529 Accounts and FAFSA with Mark Kenney
|
Dec 11, 2024 |
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068: Post-Election Market Update: What SHP Financial is Keeping an Eye On with Matthew Peck
|
Nov 27, 2024 |
|
067: How Roth Conversions Help Reduce Income Taxes in Retirement with Nick Nelson
|
Nov 13, 2024 |
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066: How to Change the World in Retirement with Matt Glynn
|
Oct 30, 2024 |
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Matt's Markets on the Move: October 2024
|
Oct 11, 2024 |
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065: Why Elections Shouldn't Change Your Investing Mindset with David Hathaway
|
Oct 09, 2024 |
|
064: Examining Nvidia's Impact on AI and the Technological Revolution with Raphael Hanna
|
Sep 25, 2024 |
|
062: Legacy Planning Strategies to Secure Your Wealth with Matthew Karr, Esq
|
Aug 28, 2024 |
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061: Questions to Ask When Adding Alternative Investments to Your Portfolio with Mike Prescott
|
Aug 14, 2024 |
|
060: Matt's Markets on the Move with Laura Russo
|
Jul 24, 2024 |
|
059: Protecting Yourself From Identity Theft, Crypto Fraud & Scams with Dave Chaves
|
Jul 03, 2024 |
|
058: How Much Money Do I Need to Retire?
|
Jun 19, 2024 |
|
057: How HSAs and Healthcare Are Vital Components of a Retirement Plan with Scott Hokanson
|
Jun 05, 2024 |
|
056: The Tax Implications of an Inheritance for Beneficiaries with Mark Kenney & Amanda Glennon
|
May 22, 2024 |
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055: SHP's Philosophy on Financial Planning & Asset Management with William Malagodi
|
May 08, 2024 |
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054: How Great Leaders Make Dreams Possible with Chris Smith
|
Apr 17, 2024 |
|
Matt's Markets on the Move: April 2024
|
Apr 12, 2024 |
|
053: Teaching Your Kids About Money, Budgeting and 401(k) Plans with Mike Guthrie
|
Apr 03, 2024 |
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052: How to Build a Legacy with a Family First Mindset with Michael Hyatt
|
Mar 20, 2024 |
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051: Important Changes to the Tax Cuts and Jobs Act with Chase Reardon
|
Mar 06, 2024 |
|
050: Leveraging Home Equity to Secure Your Financial Future and Retirement with Nathan Hartseil
|
Feb 21, 2024 |
|
049: An Inside Look at the SHP Solutions Teams with Nick Nelson
|
Feb 07, 2024 |
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048: The Corporate Transparency Act: Important Changes For Business Owners with David Chaves
|
Jan 24, 2024 |
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Matt's Markets on the Move: January 2024
|
Jan 12, 2024 |
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047: How Legacy Planning is More Than an Estate Plan with Mark Kenney
|
Jan 10, 2024 |
|
046: The SHP End-of-Year Financial Checklist for 2023
|
Dec 20, 2023 |
|
045: Tax Planning Strategies to Save Money in Retirement with Derek Gregoire and Matthew Peck
|
Nov 29, 2023 |
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044: The Past, Present and Future of Social Security with Mark Kenney
|
Nov 15, 2023 |
|
043: The Most Important Aspects of a Comprehensive Retirement Plan with Derek Gregoire and Matthew Peck
|
Nov 01, 2023 |
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042: Leadership, Integrity and Legacy: The Pillars of a Successful Business with Matt Glynn
|
Oct 18, 2023 |
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Matt's Markets on the Move: October 2023:
|
Oct 06, 2023 |
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041: How Long-Term Care Planning Secures Your Legacy and Retirement with J. Cawley
|
Oct 04, 2023 |
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040: Politics, History and Planning for a Better Financial Future
|
Sep 20, 2023 |
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039: How to Get Organized (and Declutter Your Life) with Mara Bangura
|
Sep 06, 2023 |
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038: A Guide to Annuities: When an Annuity Makes Sense For Your Financial Plan with Joe Anderson
|
Aug 23, 2023 |
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037: The Perfect Triple Tax-Free Benefits of Health Savings Accounts with Bill Stuart
|
Aug 09, 2023 |
|
036: The Due Diligence Behind SHP's Portfolio Construction with William Malagodi
|
Jul 26, 2023 |
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Matt's Markets on the Move: July 2023
|
Jul 14, 2023 |
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035: How SHP Sets Clients Up For Success with Laura Russo & Natalia Carmago
|
Jul 12, 2023 |
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034: The Importance of Estate Planning for First Responders with Keith McManus & Dave Chaves
|
Jun 28, 2023 |
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033: Legendary Tales from Boston Sports Radio and TV Icon, John Dennis
|
Jun 21, 2023 |
|
032: 529 Plans: How to Get the Most from Your Education Savings with Mark Kenney, CFP® and Matthew Peck, CFP®, CIMA®
|
May 24, 2023 |
|
Special Market Update: The Debt Ceiling Crisis
|
May 17, 2023 |
|
030: Helping Clients Dream Big and Find Their Purpose in Retirement with Patrick Randall & Jack Tomczyk
|
May 10, 2023 |
|
029: Navigating Today's Mortgage Rate Landscape with Nathan Hartseil
|
Apr 26, 2023 |
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028: Why All Financial Advisors Aren't Created Equal with Brad Johnson
|
Apr 12, 2023 |
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Matt's Markets on the Move: April 2023
|
Apr 07, 2023 |
|
027: Navigating the Collapse of Silicon Valley Bank, Part 2
|
Mar 28, 2023 |
|
026: Navigating the Collapse of Silicon Valley Bank, Part 1
|
Mar 22, 2023 |
|
025: Quantifying the Value of a Financial Advisor with Mark Kenney
|
Mar 08, 2023 |
|
024: The Recession of 2023: Answers to Your Burning Questions with Andrew Opdyke
|
Feb 22, 2023 |
|
023: SECURE Act 2.0: Here's What You Need to Know with Matthew Peck
|
Feb 08, 2023 |
|
022: Estate Planning: Simple Tips for Keeping Your Plan Up To Date with Keith McManus
|
Jan 25, 2023 |
|
021: Top 3 Financial Planning Tips for a New Year
|
Jan 11, 2023 |
|
Markets on the Move: January 2023
|
Jan 06, 2023 |
|
020: End of Year Reflections with Matthew Peck
|
Dec 21, 2022 |
|
019: Going Behind the Scenes at SHP Financial with Michelle Short
|
Dec 07, 2022 |
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018: End of Year Planning Tips to Take Advantage of a Bear Market
|
Nov 16, 2022 |
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017: How Financial Firms Are Earning the Trust of Retirees with John Capuano
|
Nov 02, 2022 |
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016: Retirement Planning: Why Taxes and Healthcare Costs Can be a Drain to Your Legacy with Joe Anderson
|
Oct 19, 2022 |
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Markets on the Move: October 2022
|
Oct 07, 2022 |
|
014: The Importance of Long Term Care Planning in Retirement with Patrick Randall
|
Sep 07, 2022 |
|
013: How the Rising Interest Rates Could Affect Your Pension with Michael Martinez
|
Aug 25, 2022 |
|
012: Will the Fed's Response to Inflation be Enough with Andrew Opdyke
|
Aug 03, 2022 |
|
011: How To Turn Your Portfolio into a Financial Plan with Nick Nelson
|
Jul 06, 2022 |
|
010: The Advantages of Working with a Younger Financial Advisor
|
Jun 01, 2022 |
|
009: Do You Have a Financial Plan, Or Just a Portfolio?
|
May 04, 2022 |
|
008: Choosing Happiness at Work and in Retirement with Anne Lester
|
Apr 06, 2022 |
|
Market Update: Financial Implications of the Russia-Ukraine War
|
Mar 21, 2022 |
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Market Update: How the Invasion of Ukraine Could Affect Your Bottom Line?
|
Mar 04, 2022 |
|
007: What You Need to Know Before Buying Business Insurance with Tom Rogers
|
Mar 02, 2022 |
|
005: Proactive Tax Planning and the Future of Tax Law with Peter Roache
|
Jan 05, 2022 |
|
004: Tax Planning Strategies for Your IRA and Roth IRA Accounts with Mark Kenney
|
Dec 01, 2021 |
|
003: Navigating Medicare Coverage with Scott Hokanson
|
Nov 01, 2021 |
|
002: Estate Planning Basics for Protecting Your Legacy with Keith McManus
|
Nov 01, 2021 |
|
001: The History of SHP Financial with Derek Gregoire, Keith Ellis and Matthew Peck CFP®, CIMA®
|
Oct 26, 2021 |